+191.5%
BAH vs VOO
+315.3%
-123.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.4% |
| 7D | -1.3% | -0.4% | -1.0% | -1.1% |
| 30D | -6.6% | -1.4% | -5.2% | -5.8% |
| 3M | -7.2% | +3.7% | -10.9% | -9.3% |
| 6M | -10.0% | +13.0% | -23.0% | -16.9% |
| YTD | -12.5% | +12.4% | -24.9% | -18.9% |
| 1Y | -27.9% | +18.6% | -46.5% | -35.5% |
| 3Y | -31.4% | +78.1% | -109.5% | -53.3% |
| 5Y | -3.2% | +82.3% | -85.5% | -36.1% |
| 10Y | +191.5% | +322.5% | -131.1% | -2.9% |
| All | +191.5% | +315.3% | -123.9% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling